Overview
Field Groups are a collection of operating boundaries that can be grouped together to help you filter/sort on a number of pages in Traction Enterprise. The Field Groups page is organized according to Categories and Field Groups. For example, you could create a Landowners Category. Under that category, you would have a Field Group for each Landowner consisting of all the boundaries owned by that particular landowner.
This article will go over the process to create a field group.
Requirements
In order to create field groups you need to have boundaries setup in Setup>Fields.
Process
To add a new field group:
- Navigate to Setup>Fields and click on the Field Groups tab.
- Click New Category and give your category a name like Entities.
- Click Add Field Group to add one or more Field Groups under the Entities category.
- Select multiple field boundaries from the left-hand side and drag and drop them into the appropriate Field Group.
Note: A boundary can only be used once per Field Group; however, you can add as many categories as you'd like. This allows you to group any given boundary under multiple categories.
View Field Groups throughout Traction Enterprise
After you have created your Field Group categories, use the All Boundaries filter on pages like Map Dashboard, Field Plans, and Financial Plans. The example below is one example of how you can use the Entities Field Group to filter on the Field Plans page.
Related Articles:
What are common types of Field Group categories?
How do I make changes to a Field Group without affecting filtering in other Product